SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,934,921 | -12.3% | 205,784 | -5.3% | 0.70% | -17.6% |
Q2 2023 | $7,907,219 | +12.2% | 217,291 | +7.9% | 0.85% | -8.5% |
Q1 2023 | $7,050,402 | +5.2% | 201,325 | +0.4% | 0.93% | -7.3% |
Q4 2022 | $6,699,808 | +66.7% | 200,533 | +40.4% | 1.00% | +24.1% |
Q3 2022 | $4,019,000 | +462.9% | 142,864 | +529.2% | 0.81% | +424.7% |
Q2 2022 | $714,000 | +227.5% | 22,705 | +286.5% | 0.15% | +214.3% |
Q1 2022 | $218,000 | 0.0% | 5,874 | +5.5% | 0.05% | -26.9% |
Q4 2021 | $218,000 | – | 5,567 | – | 0.07% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evergreen Advisors, LLC | 596,850 | $16,921,000 | 16.79% |
COOPER/HAIMS ADVISORS, LLC | 781,379 | $22,152,000 | 15.30% |
Riverpoint Wealth Management Holdings, LLC | 949,520 | $26,918,000 | 14.94% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 617,043 | $17,493,000 | 13.93% |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 875,130 | $24,810,000 | 13.88% |
MCIA Inc | 342,796 | $9,718,000 | 13.51% |
TD Ameritrade Trust Co | 1,108,104 | $31,415,000 | 13.14% |
Peachtree Investment Advisors, Inc. | 574,020 | $16,273,000 | 12.55% |
Harborview Advisors, LLC | 377,004 | $10,688,000 | 12.52% |
Personal Capital Advisors Corp | 30,575,896 | $866,827,000 | 11.60% |